Epr Properties
EPR- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001045450
In the last 90 days, Epr Properties insiders filed 0 open-market purchases and 5 sales; 489 institutions reported holding it in 13F filings for Q2 2026, worth $3.68B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Epr Properties as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 458
- +5 vs. Q3 2025
- Shares held
- 60.6M
- −114.5K (−0.2%) vs. Q3 2025
- Total value
- $3.02B
- −$494.3M (−14.0%) vs. Q3 2025
- New holders
- 59
- 176 more added
- Sold out
- 54
- 150 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 489 | $3.68B |
| Q1 2026 | 465 | $3.06B |
| Q4 2025 | 458 | $3.02B |
| Q3 2025 | 455 | $3.52B |
| Q2 2025 | 417 | $3.52B |
| Q1 2025 | 388 | $3.07B |
| Q4 2024 | 364 | $2.38B |
| Q3 2024 | 356 | $2.63B |
| Q2 2024 | 355 | $2.22B |
| Q1 2024 | 350 | $2.28B |
| Q4 2023 | 353 | $2.74B |
| Q3 2023 | 327 | $2.45B |
| Q2 2023 | 340 | $2.72B |
| Q1 2023 | 327 | $2.26B |
| Q4 2022 | 332 | $2.25B |
| Q3 2022 | 319 | $2.13B |
| Q2 2022 | 337 | $2.76B |
| Q1 2022 | 352 | $3.20B |
| Q4 2021 | 323 | $2.80B |
| Q3 2021 | 309 | $2.88B |
| Q2 2021 | 317 | $3.15B |
| Q1 2021 | 294 | $2.92B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 4,700 | $235.9K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 4,724 | $235.7K | 0.00% | +4,724 | New |
| Presima Inc. | 4,702 | $234.6K | 0.14% | +129+2.8% | Added |
| Prosperity Consulting Group, LLC | 4,608 | $229.9K | 0.01% | −759−14.1% | Reduced |
| Jain Global LLC | 4,548 | $226.9K | 0.00% | −28,876−86.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,487 | $223.9K | 0.01% | −830−15.6% | Reduced |
| Entropy Technologies, LP | 4,485 | $223.8K | 0.01% | +4,485 | New |
| Renaissance Group LLC | 4,479 | $223.5K | 0.01% | +171+4.0% | Added |
| The PNC Financial Services Group, Inc. | 4,468 | $223.0K | 0.00% | −47−1.0% | Reduced |
| Altar Rock LLC | 4,433 | $222.5K | 0.27% | +4,433 | New |
| Cordoba Advisory Partners LLC | 4,432 | $222.3K | 0.05% | +4,432 | New |
| Affinity Investment Advisors, LLC | 4,399 | $219.5K | 0.15% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,378 | $218.5K | 0.00% | −949−17.8% | Reduced |
| Bailard, Inc. | 4,300 | $214.6K | 0.00% | −2,200−33.8% | Reduced |
| Two Sigma Securities, LLC | 4,219 | $210.5K | 0.03% | +4,219 | New |
| Warren Averett Asset Management, LLC | 4,166 | $207.9K | 0.00% | −314−7.0% | Reduced |
| Wedmont Private Capital | 4,027 | $207.7K | 0.01% | −60−1.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,012 | $200.2K | 0.01% | −466−10.4% | Reduced |
| Canada Pension Plan Investment Board | 4,000 | $199.6K | 0.00% | +4,000 | New |
| EMC Capital Management | 3,879 | $194.0K | 0.09% | −684−15.0% | Reduced |
| Global Retirement Partners, LLC | 3,856 | $192.4K | 0.00% | +221+6.1% | Added |
| Aster Capital Management (DIFC) Ltd | 3,823 | $190.8K | 0.08% | +1,085+39.6% | Added |
| EverSource Wealth Advisors, LLC | 3,715 | $185.4K | 0.01% | −1,073−22.4% | Reduced |
| Group One Trading, L.P. | 3,499 | $174.6K | 0.01% | +3,499 | New |
| Virtus Investment Advisers, Inc. | 3,253 | $162.3K | 0.04% | +191+6.2% | Added |
| Heritage Wealth Advisors | 3,000 | $149.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,842 | $142.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,766 | $138.0K | 0.00% | +10+0.4% | Added |
| Essential Partners LLC | 2,688 | $134.1K | 0.04% | −1,068−28.4% | Reduced |
| Jones Financial Companies LLLP | 2,656 | $132.5K | 0.00% | +580+27.9% | Added |
| Signaturefd, LLC | 2,457 | $122.6K | 0.00% | +143+6.2% | Added |
| KBC Group NV | 2,380 | $119.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,339 | $117.0K | 0.01% | −4−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,272 | $113.4K | 0.00% | −1,007−30.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,225 | $111.0K | 0.00% | +558+33.5% | Added |
| FIL Ltd | 2,145 | $107.0K | 0.00% | −748−25.9% | Reduced |
| SRS Capital Advisors, Inc. | 2,131 | $106.3K | 0.00% | −18,918−89.9% | Reduced |
| GAMMA Investing LLC | 1,920 | $95.8K | 0.00% | −58−2.9% | Reduced |
| Triumph Capital Management | 1,881 | $93.9K | 0.02% | −4,853−72.1% | Reduced |
| IFP Advisors, Inc | 1,876 | $93.6K | 0.00% | −360−16.1% | Reduced |
| Quarry LP | 1,859 | $92.8K | 0.02% | +255+15.9% | Added |
| Toth Financial Advisory Corp | 1,700 | $84.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,673 | $83.5K | 0.00% | −99−5.6% | Reduced |
| Ssa Swiss Advisors AG | 1,645 | $82.1K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,623 | $81.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,529 | $76.3K | 0.00% | −279−15.4% | Reduced |
| GF Fund Management Co. Ltd. | 1,261 | $62.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,254 | $62.6K | 0.00% | +38+3.1% | Added |
| Rockefeller Capital Management L.P. | 1,206 | $60.2K | 0.00% | +1,128+1,446.2% | Added |
| Hantz Financial Services, Inc. | 1,120 | $56.0K | 0.00% | +64+6.1% | Added |
| Umb Bank N A | 1,039 | $51.8K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,003 | $50.1K | 0.00% | +1,003 | New |
| Danske Bank A/S | 1,000 | $49.9K | 0.00% | −242−19.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,000 | $49.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 960 | $48.0K | 0.00% | +631+191.8% | Added |
| Geneos Wealth Management Inc. | 907 | $45.3K | 0.00% | +9+1.0% | Added |
| MAI Capital Management | 825 | $41.2K | 0.00% | −364−30.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 815 | $40.6K | 0.00% | +68+9.1% | Added |
| SJS Investment Consulting Inc. | 780 | $38.9K | 0.00% | −81−9.4% | Reduced |
| Colonial Trust Co | 756 | $37.7K | 0.01% | +700+1,250.0% | Added |
| Brookfield Asset Management Inc. | 712 | $35.5K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 707 | $35.3K | 0.02% | +707 | New |
| Kerr Financial Planning Corp | 625 | $35.3K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 683 | $34.1K | 0.01% | +222+48.2% | Added |
| Larson Financial Group LLC | 653 | $32.6K | 0.00% | +374+134.1% | Added |
| GWM Advisors LLC | 613 | $30.6K | 0.00% | +158+34.7% | Added |
| Transamerica Financial Advisors, Inc. | 580 | $29.1K | 0.00% | +453+356.7% | Added |
| Spire Wealth Management | 546 | $27.2K | 0.00% | +2+0.4% | Added |
| Loomis Sayles & Co L P | 503 | $25.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 510 | $25.0K | 0.00% | −450−46.9% | Reduced |
| Fourth Dimension Wealth, LLC | 500 | $24.9K | 0.01% | +200+66.7% | Added |
| Elyxium Wealth, LLC | 478 | $23.9K | 0.01% | +478 | New |
| Strategic Advocates LLC | 462 | $23.4K | 0.01% | +2+0.4% | Added |
| Ronald Blue Trust, Inc. | 444 | $22.2K | 0.00% | +1+0.2% | Added |
| Costello Asset Management, INC | 402 | $20.1K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 387 | $19.3K | 0.01% | +387 | New |
| Atlantic Union Bankshares Corp | 380 | $19.0K | 0.00% | −93−19.7% | Reduced |
| Atlantic Trust, LLC | 359 | $17.9K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 351 | $17.5K | 0.00% | −525,446−99.9% | Reduced |
| Sound Income Strategies, LLC | 304 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 330 | $16.5K | 0.02% | +330 | New |
| CoreCap Advisors, LLC | 317 | $15.8K | 0.00% | +10+3.3% | Added |
| Clearstead Advisors, LLC | 305 | $15.2K | 0.00% | +13+4.5% | Added |
| Investors Research Corp | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 286 | $14.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 270 | $13.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 273 | $13.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 263 | $13.0K | 0.00% | +1+0.4% | Added |
| Rossby Financial, LCC | 257 | $12.8K | 0.00% | −1,586−86.1% | Reduced |
| Sarver Vrooman Wealth Advisors | 250 | $12.5K | 0.01% | +250 | New |
| Parkside Financial Bank & Trust | 243 | $12.1K | 0.00% | +41+20.3% | Added |
| Huntington National Bank | 228 | $11.4K | 0.00% | −524−69.7% | Reduced |
| Whittier Trust Co | 211 | $10.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 215 | $10.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 215 | $10.7K | 0.00% | +215 | New |
| Covestor Ltd | 199 | $10.0K | 0.01% | −1−0.5% | Reduced |
| Crewe Advisors LLC | 200 | $9.98K | 0.00% | +63+46.0% | Added |
| Massmutual Trust Co FSB | 184 | $9.18K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 181 | $9.03K | 0.00% | +181 | New |
| Prestige Wealth Management Group LLC | 176 | $8.84K | 0.00% | 00.0% | Unchanged |